Kelly Financial Services’s American Tower AMT Stock Holding History

Kelly Financial Services’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-24	Closed	-$4.67K	–	148
2024 Q2	$4.67K	Hold	24	–	–	﹤0.01%	503
2024 Q1	$4.74K	Sell	24 -3	-11%	-$598	﹤0.01%	506
2023 Q4	$5.83K	Buy	27 +3	+13%	+$567	﹤0.01%	460
2023 Q3	$3.95K	Hold	24	–	–	﹤0.01%	477
2023 Q2	$4.66K	Hold	24	–	–	﹤0.01%	453
2023 Q1	$4.9K	Hold	24	–	–	﹤0.01%	429
2022 Q4	$5.08K	Hold	24	–	–	﹤0.01%	397
2022 Q3	$5.15K	Hold	24	–	–	﹤0.01%	393
2022 Q2	$6.13K	Hold	24	–	–	﹤0.01%	375
2022 Q1	$6.03K	Hold	24	–	–	﹤0.01%	400
2021 Q4	$7.02K	Hold	24	–	–	﹤0.01%	393
2021 Q3	$6.37K	Buy	24 +4	+20%	+$1.14K	﹤0.01%	389
2021 Q2	$5.4K	Hold	20	–	–	﹤0.01%	410
2021 Q1	$4.78K	Hold	20	–	–	﹤0.01%	401
2020 Q4	$4.49K	Hold	20	–	–	﹤0.01%	373
2020 Q3	$4.83K	Hold	20	–	–	﹤0.01%	342
2020 Q2	$5.17K	Hold	20	–	–	﹤0.01%	329
2020 Q1	$4.36K	Hold	20	–	–	0.01%	313
2019 Q4	$4.6K	Hold	20	–	–	﹤0.01%	312
2019 Q3	$4.42K	Hold	20	–	–	﹤0.01%	303
2019 Q2	$4.09K	Hold	20	–	–	﹤0.01%	307
2019 Q1	$3.94K	Buy	+20	New	+$3.51K	﹤0.01%	316

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kelly Financial Services's AMT Position: Q3 2024 in Review

Kelly Financial Services sold out of American Tower (AMT) in Q3 2024, closing a stake of 24 shares — an estimated $4.67K sold.

Kelly Financial Services first reported a position in AMT in Q1 2019 and held it in 22 quarters. The position peaked at $7.02K in Q4 2021. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

Kelly Financial Services reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 24 American Tower shares in Q3 2024, an estimated $4.67K.
Kelly Financial Services first reported a position in American Tower in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's American Tower position peaked at $7.02K in Q4 2021.
1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.